Release Notes – January 19, 2018
Enhancements & New Features
Centralized Receptionist Role:
The purpose of the centralized receptionist role is to accommodate users who have receptionists answering calls for more than one dealership. This feature now permits assignment of multiple dealerships to a single receptionist user resulting in a single sign-on for receptionist users.
- Receptionist user profiles now allow assignment of multiple dealerships.
- Existing customers can update already active receptionist users through the receptionist’s user profile.
- Receptionist Call pad includes dealership selections for receptionist assigned to multiple dealerships.
- At this time, Brand selection for dealerships is not available.
Account Executive Role:
The Customer Executive role has been replaced with the Account Executive Role. This purpose of this role is for executive level users needing management level access across all assigned BDCs and Dealerships. Administration privileges can be customized with or without Admin access. Refer to the following article for further details about this user role.
Account Executive - User Role Defined
Call Log - Confidential Information Redaction:
Potentially sensitive information will now be redacted when detected on a tracked call. This includes Credit Card, Debit Card and Payment Card numbers, along with the Card Expiration dates and CVV codes. If any of this information is detected on a call, the call recording will be removed from the call log.
Bug Fixes
- Fixed issue where Phone Skills was missing from select BDR navigation pane.
- Fixed issue where Missed Opportunity Alerts were being sent out after hours.
- Fixed Sales/Service filtering issue in TO Management Log.
- Fixed issue in call tracking where Standard Lines were not being scored
- Fixed issue with Concierge Display Board where appointments were dropping off too soon. Appointments will now remain on the board an extra 15 minutes past the appointment time for those customers that may be running a few minutes behind.
- Removed link to Failed Calls from the Dashboard, however, you can still view the number of Failed Calls. In order to see and the actual list of Failed Calls, you must now go directly to the Call Log and filter for “Failed” in the “Choose Details” drop-down.